US Bancorp DE Sells 107,836 Shares of Bristol Myers Squibb Company $BMY

US Bancorp DE lessened its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 6.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,458,051 shares of the biopharmaceutical company’s stock after selling 107,836 shares during the period. US Bancorp DE’s holdings in Bristol Myers Squibb were worth $65,758,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Darwin Wealth Management LLC purchased a new stake in shares of Bristol Myers Squibb during the 2nd quarter worth $25,000. Harbor Capital Advisors Inc. lifted its position in shares of Bristol Myers Squibb by 107.2% during the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after buying an additional 313 shares during the last quarter. Total Investment Management Inc. bought a new stake in shares of Bristol Myers Squibb in the 2nd quarter valued at about $38,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Bristol Myers Squibb during the 2nd quarter worth approximately $40,000. Finally, Mark Sheptoff Financial Planning LLC lifted its position in Bristol Myers Squibb by 233.3% during the second quarter. Mark Sheptoff Financial Planning LLC now owns 1,000 shares of the biopharmaceutical company’s stock valued at $46,000 after acquiring an additional 700 shares during the last quarter. Institutional investors own 76.41% of the company’s stock.

Analyst Ratings Changes

BMY has been the topic of a number of recent analyst reports. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $57.00 price target (up from $51.00) on shares of Bristol Myers Squibb in a research report on Tuesday, December 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday. Wells Fargo & Company restated an “outperform” rating and set a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Guggenheim reaffirmed a “buy” rating and issued a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Finally, Scotiabank reissued a “sector perform” rating and set a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Nine analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $60.71.

Key Bristol Myers Squibb News

Here are the key news stories impacting Bristol Myers Squibb this week:

• Positive Sentiment: Positive Phase III interim topline for izalontamab brengitecan (Iza‑bren) in previously treated unresectable locally advanced/metastatic triple‑negative breast cancer — the readout de‑risks a late‑stage ADC that BMS licensed and could be a multi‑billion dollar asset if confirmed and approved, supporting the company’s future growth narrative. Bristol Myers says ADC licensed from China hits mark in aggressive breast cancer
• Positive Sentiment: BMS and SystImmune highlighted the same Phase III interim topline results in a joint release — investors should watch the timing of the full readout, regulatory pathway and any commercial terms tied to the licensed asset. SystImmune and Bristol Myers Squibb Highlight Positive Phase III Interim Topline Results for izalontamab brengitecan (Iza-bren)
• Positive Sentiment: Bristol Myers advanced a pediatric lymphoma combo in early‑stage studies, signaling incremental pipeline upside beyond headline assets — potential near‑term clinical catalysts could support multiple expansion if results continue to be positive. Bristol-Myers Squibb Advances Pediatric Lymphoma Combo, Signaling Quiet Upside for BMY Investors
• Neutral Sentiment: RBC Capital initiated coverage with a Sector Perform rating and a $60 price target, citing the company’s deep late‑stage pipeline but implying limited near‑term upside from current levels — this places modest analyst pressure on the stock until fresh financials or regulatory clarity arrive. RBC Capital Initiates Bristol Myers (BMY) with $60 Target, Cites Late-Stage Pipeline Depth
• Neutral Sentiment: Several outlets (Zacks, dividend fund roundups) continue to profile BMY as a value/momentum/dividend candidate, which can attract income‑oriented flows but is unlikely to move the stock materially absent fundamental catalysts. Here’s Why Bristol Myers Squibb (BMY) is a Strong Value Stock
• Negative Sentiment: Recent quarterly results showed an EPS miss (reported $1.26 vs. $1.65 expected) despite a slight revenue beat, and FY‑2026 guidance (6.05–6.35 EPS) sits below some analyst estimates — these fundamentals continue to cap near‑term upside and likely explain part of today’s weakness.

Bristol Myers Squibb Price Performance

Shares of NYSE:BMY opened at $61.10 on Friday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $63.33. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32. The company has a market cap of $124.43 billion, a PE ratio of 17.71, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. The company’s 50 day moving average is $56.81 and its 200 day moving average is $50.41.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The business had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period last year, the company earned $1.67 earnings per share. The firm’s revenue was up 1.3% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, sell-side analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Friday, January 2nd were paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Friday, January 2nd. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

Bristol Myers Squibb Company Profile

Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.

BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.